Author, Zachary G. Trevino, FLMI, ACS, ARA
Starting November 1, 2025, you’ll manage your policies more easily and securely than ever as Catholic Life Insurance expands the use of electronic signatures (e-signatures) for key member transactions.
How it works
The following will be authenticated when a certificate owner contacts our home office:
- Confirming personal information on file
- Providing an email address
A Home Office representative will:
- Verbally provide a unique authentication code needed to access the form
- Email the form to the certificate owner
What this means for you
- Convenience: Complete and sign important forms electronically from anywhere, anytime.
- Speed: If requesting a form to sign electronically, you can receive, complete, and return
your form in minutes! No paper. No hassle. Just fast and simple. - Security: Our verification process ensures that only the verified certificate owner can request transactions, while the authentication code required to access the required form ensures that only the verified certificate owner can view & complete the form.
For security purposes, electronic forms are valid for 10 days. If a form is not completed within 5 days, you’ll receive a reminder. Should your form expire, you can easily contact our office to request a new form and unique authentication code.
Forms available at launch
- Annuity Transaction Form (all transactions, includes IRS Form W-4R)
- Life Transaction Form (all transactions)
- Bank Draft Form
- Name Change Form
- Change of Owner or Beneficiary Form (Owner Change only & Beneficiary Change only)
- Standalone IRS Form W-4R
- Standalone IRS Form W-4P
Each form includes:
- Conditional rules to help ensure required fields are completed.
- An optional upload feature to attach supporting documents (i.e. legal paperwork or proof of identity).
How we handle electronically signed forms
Catholic Life Insurance will only accept electronically signed forms signed through our secure e-signature platform.
